4,488 hedge funds and large institutions have $1.55T invested in Apple in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,715 increasing their positions, 2,331 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,488
Holders Change
-36
Holders Change %
-0.8%
% of All Funds
71.83%
Holding in Top 10
2,704
Holding in Top 10 Change
+206
Holding in Top 10 Change %
+8.25%
% of All Funds
43.28%
New
164
Increased
1,715
Reduced
2,331
Closed
99
Calls
$40.3B
Puts
$42.2B
Net Calls
-$1.97B
Net Calls Change
-$2.19B
Name Holding Trade Value Shares
Change
Shares
Change %
CIP
2951
Convergence Investment Partners
Florida
$4.79M -$116K -704 -2%
GC
2952
Gould Capital
Washington
$4.79M +$511K +3,101 +12%
CFO
2953
Callan Family Office
Pennsylvania
$4.77M +$3.14M +19,023 +192%
SWAG
2954
Spectrum Wealth Advisory Group
California
$4.77M +$63.8K +387 +1%
MA
2955
MBA Advisors
Pennsylvania
$4.77M -$39.2K -238 -0.8%
FOA
2956
Five Oceans Advisors
California
$4.77M +$243K +1,475 +5%
CWG
2957
Crown Wealth Group
North Carolina
$4.77M -$287K -1,741 -6%
ACP
2958
Aveo Capital Partners
Colorado
$4.76M +$7.75K +47 +0.2%
DIP
2959
DT Investment Partners
Pennsylvania
$4.76M -$9.16K -54 -0.2%
CPWMP
2960
Cardinal Point Wealth Management Partners
California
$4.74M +$167K +1,014 +4%
CPCM
2961
Cardinal Point Capital Management
Ontario, Canada
$4.74M +$167K +1,014 +4%
CWA
2962
Choice Wealth Advisors
Maine
$4.74M +$165 +1 +0%
TBNY
2963
Trustco Bank (New York)
New York
$4.74M -$20.6K -125 -0.4%
PFP
2964
Paragon Financial Partners
California
$4.73M -$5.61K -34 -0.1%
NERM
2965
New England Research & Management
Illinois
$4.73M -$41.9K -254 -0.9%
MWP
2966
Meridian Wealth Partners
Pennsylvania
$4.72M -$244K -1,477 -5%
PRS
2967
Pinkerton Retirement Specialists
Idaho
$4.72M -$1.65K -10 -0%
PFA
2968
Pathway Financial Advisers
Indiana
$4.72M +$48.8K +296 +1%
MWP
2969
Madison Wealth Partners
Wisconsin
$4.72M -$169K -1,023 -3%
HP
2970
Hyperion Partners
Pennsylvania
$4.72M +$497K +3,015 +12%
EWS
2971
Evergreen Wealth Solutions
Pennsylvania
$4.71M +$23.2K +141 +0.5%
VIA
2972
Vickerman Investment Advisors
Washington
$4.71M +$106K +645 +2%
CFCI
2973
Comprehensive Financial Consultants Institutional
Indiana
$4.7M +$412K +2,496 +10%
WMG
2974
WESCAP Management Group
California
$4.69M +$458K +2,776 +11%
WJA
2975
Willis Johnson & Associates
Texas
$4.69M +$51.4K +312 +1%